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Planning Your Exchange Server 2010 Installation

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3/20/2011 9:54:15 PM

Installing Exchange Server 2010 in a Test Environment

To reduce risks, prevent end-user downtime, and minimize the exposure of the production environment, it is typically recommended that the first implementation of Exchange Server 2010 be conducted in an isolated test lab rather than being installed into a production environment.

Having a test environment isolates functional errors so that if there are any problems they will not be injected into the existing production environment. In addition, the test environment acts as a “Proof of Concept” for the new Exchange Server 2010 design.

Occasionally, organizations attempt to repurpose their test environments into their production environment. Administrators should be cautious, as “shortcuts” are sometimes taken in the lab—the use of evaluation copies of software and/or underpowered hardware may work flawlessly in the lab, but transitioning the equipment to production results in inadequate performance and unnecessary downtime.

Production equipment should be rebuilt and deployed from scratch, not “moved” from a test environment.

Prototyping an Exchange Server 2010 Installation

Some of the steps an organization should go through when planning to build a test Exchange Server environment include the following:

  • Building Exchange Server 2010 in a lab

  • Testing email features and functionality

  • Reviewing Exchange Server 2010 server roles

  • Verifying design configuration

  • Testing failover and recovery

  • Selecting to install on physical hardware or virtual machines

Much of the validation and testing should occur during the testing process. It is much easier, for example, to test a disaster recovery rebuild of Exchange Server in an exclusive test environment than it is to do so in a production environment, where production servers or users could accidentally be impacted.

Additionally, testing application compatibility in a lab environment can be much more effective than attempting to do so in a production environment, where you might suddenly find business critical third-party fax, voice mail, or paging software non functional.

Other items to test and confirm in your lab environment include:

  • Sites and Services Configuration— Ensure replication is completed as expected

  • Role Based Access Control— Ensure the proposed security settings allow proper user and administrative access

Building an Exchange Server 2007 prototype test lab can be a costly affair for companies that want to simulate a large, global implementation. For companies with a global presence where it is necessary to provide messaging services for thousands of employees, in multiple sites throughout the world, mirroring their production site can prove a daunting task. However, without successfully prototyping the installation, upgrade strategy, and application compatibility before they move forward in production, they cannot be assured that the deployment will go smoothly.

The cost of building a lab of this magnitude using physical servers can be prohibitive; there can be AD domain controllers, Exchange 2003 and 2007 servers, and application servers. The cost of building the lab could eat up a large part of the overall budget allocated to the project.

However, with the improvements in server virtualization, companies can significantly lower the costs associated with the prototype phase. Server virtualization enables multiple virtual operating systems to run on a single physical machine, while remaining logically distinct with consistent hardware profiles. For further cost savings, the hardware utilized for the virtual lab can be purchased with an eye toward re-utilization in the production environment once the prototype phase is complete.

Upgrading from Previous Versions of Microsoft Windows

Many organizations already have an existing directory structure in place. It is great if a company has the opportunity to implement a new Windows Server 2003 or Windows Server 2008 AD environment from scratch; however, this is not usually possible for environments with previous versions of Exchange Server deployed.

When upgrading an existing Active Directory infrastructure, the deployment plan should be carefully thought out and tested before implementation in the production environment.

Other -----------------
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